CARIBEquity Investor Toolkit Online

Desktop Required

This toolkit requires a desktop or laptop computer with a screen width of at least 1024px.

Why Desktop Only?

Complex spreadsheets and data tables require wide screens
Interactive tools need precise mouse/keyboard input
Offline functionality requires desktop browser capabilities

📥 Download for Offline Use

Access this toolkit on your desktop computer. Download the ZIP file for offline access.

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How to Use This Tool ▼

Select or add the portfolio company for the upcoming board meeting
Enter meeting details (date, time, location/format)
Work through each checklist section to ensure thorough preparation
Add notes and action items in the designated areas
Track your progress with the completion bar at the top
Download your completed checklist as a PDF for reference
Your data is automatically saved in your browser for future meetings

1. Pre-Meeting Document Review

Review financial statements (P&L, balance sheet, cash flow)

Read CEO/management report and key metrics dashboard

Review previous meeting minutes and action items status

Analyze KPIs vs. targets (revenue, burn rate, runway, customer metrics)

Review meeting agenda and supporting materials

2. Strategic Analysis & Questions

Identify key strategic issues or decisions requiring board input

Prepare questions on revenue growth, customer acquisition, and retention

Review competitive landscape and market positioning

Assess progress on strategic milestones and OKRs

Identify potential risks or red flags requiring discussion

3. Financial Health Check

Calculate current runway and cash position

Review burn rate trends and cost management

Assess fundraising needs and timing for next round

Evaluate unit economics and path to profitability

Review budget vs. actuals and forecast accuracy

4. Team & Operations

Review key hires, departures, and team structure

Assess founder/CEO performance and support needs

Evaluate operational efficiency and scalability

Review culture, diversity, and employee engagement

Identify areas where board can provide connections or support

5. Governance & Compliance

Review any legal, regulatory, or compliance issues

Check status of shareholder agreements and cap table

Assess board composition and committee effectiveness

Review any conflicts of interest or related party transactions

Ensure proper documentation and record-keeping